S
Surevest Portfolio holdings
AUM
$368M
This Quarter Return
+10.1%
1 Year Return
-13.7%
3 Year Return
+24.6%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+28%)
Cap. Flow
+$23.8M
Cap. Flow
% of AUM
14.68%
Top 10 Holdings %
Top 10 Hldgs %
29.5%
Holding
141
New
5
Increased
76
Reduced
35
Closed
22
Top Buys
| 1 |
Nutanix
NTNX
|
$3.77M |
| 2 |
WisdomTree International Quality Dividend Growth Fund
IQDG
|
$1.42M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$1.02M |
| 4 |
Amazon
AMZN
|
$951K |
| 5 |
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
|
$924K |
Top Sells
Sector Composition
| 1 | Technology | 5.99% |
| 2 | Consumer Staples | 5.38% |
| 3 | Communication Services | 4.89% |
| 4 | Financials | 4.78% |
| 5 | Consumer Discretionary | 4.24% |
